Collaborative Learning: What To Do When A Client Has A Special Needs Child Event Recap

The Society of Financial Service Professionals – Milwaukee Chapter, along with NAIFA Southeast Wisconsin, FPA-Wisconsin and the Collaborative Family Law Council of Wisconsin (CFLCW) held their first Collaborative Learning Event on Thursday, January 19.

Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. Attendees worked together with other attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps other talented experts you never considered. Attendees were randomly assigned a table and collaboratively their table discussed concerns and developed solutions. Click here to download a copy of the case study that was discussed. Registration was FREE for all members of FPA WI, NAIFA SE, SFSP and CFLCW.

Below is brief summary of the feedback received as complied by Michael Smith, LUTCF.


85% of the 50 attendees provided feedback. 80% agreed or strongly agreed this was worth their time and would attend again. Only one person stated they would not attend an event again. No reason was given.

Many attendees wanted more networking time and this will happen at future collaborative learning events.

Several attendees wanted more time discussing the case study at their table. The event originally budgeted 30 minutes, which was fully utilized. In walking around the tables, 1-2 were finished and chit chatting around the 25 minute mark while the others were still going strong in topic.

Just about everyone really enjoyed the format.

With regard to future topics and the choices on the survey, the results are as follows from most interested to least:

  • What To Do When A Client is Getting Divorced
  • Business Succession Planning – Keeping the business in the Family
  • Mom is Starting To Decline in Health and Might Need Care
  • Business Succession Planning – Selling Outside the Family
  • OMG I’m a Parent
  • Saving The Family Cottage
  • Pension Options- Lump Sum or Monthly Income

Of note: younger advisors and attorneys scored higher on OMG I’m a Parent. It is suggested this would be a good topic for a Collaborative Learning Event for the young subset groups each of the associations have.

Several questioned what Saving The Family Cottage meant. There are many families who have a secondary lake home, cabin, or cottage. How the owners of said property pass the cottage to the next generation when family might be scattered, or around but in different economic situations is of great concern. While this may be niche, if a client or prospect has a secondary
property, one could suspect there is wealth there and providing advice on how to keep the cottage in the family could be valuable.

If you have a suggestion for a future topic, please contact:

Michael Smith, LUTCF
CPS Horizon
5300 S. 108th Street Suite 18
Hales Corners, WI 53130
414-427-8660
mike@cpshorizon.com

Be on the lookout for an announcement with the date of our next Collaborative Learning Event!

Below are some photos of the event:

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